IAA
Independent Advisor Alliance’s CoStar Group CSGP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Sell |
3,832
-226
| -6% | -$18.2K | 0.01% | 714 |
|
|
2025
Q1 | $322K | Buy |
4,058
+700
| +21% | +$55.5K | 0.01% | 640 |
|
|
2024
Q4 | $240K | Buy |
+3,358
| New | +$240K | ﹤0.01% | 1231 |
|
|
2024
Q3 | – | Sell |
-4,678
| Closed | -$347K | – | 718 |
|
|
2024
Q2 | $347K | Sell |
4,678
-371
| -7% | -$27.5K | 0.01% | 540 |
|
|
2024
Q1 | $488K | Buy |
5,049
+294
| +6% | +$28.4K | 0.02% | 462 |
|
|
2023
Q4 | $416K | Buy |
+4,755
| New | +$416K | 0.02% | 474 |
|
|
2023
Q3 | – | Sell |
-5,033
| Closed | -$448K | – | 660 |
|
|
2023
Q2 | $448K | Buy |
5,033
+1,983
| +65% | +$176K | 0.02% | 449 |
|
|
2023
Q1 | $210K | Buy |
+3,050
| New | +$210K | 0.01% | 607 |
|
|
2022
Q4 | – | Sell |
-4,560
| Closed | -$318K | – | 467 |
|
|
2022
Q3 | $318K | Sell |
4,560
-429
| -9% | -$29.9K | 0.02% | 468 |
|
|
2022
Q2 | $301K | Sell |
4,989
-1,784
| -26% | -$108K | 0.02% | 481 |
|
|
2022
Q1 | $451K | Hold |
6,773
| – | – | 0.02% | 418 |
|
|
2021
Q4 | $535K | Buy |
6,773
+1,234
| +22% | +$97.5K | 0.03% | 380 |
|
|
2021
Q3 | $477K | Sell |
5,539
-691
| -11% | -$59.5K | 0.03% | 395 |
|
|
2021
Q2 | $516K | Buy |
6,230
+5,611
| +906% | +$465K | 0.03% | 389 |
|
|
2021
Q1 | $509K | Buy |
619
+2
| +0.3% | +$1.65K | 0.03% | 371 |
|
|
2020
Q4 | $570K | Buy |
617
+10
| +2% | +$9.24K | 0.04% | 321 |
|
|
2020
Q3 | $515K | Buy |
607
+31
| +5% | +$26.3K | 0.04% | 290 |
|
|
2020
Q2 | $409K | Buy |
+576
| New | +$409K | 0.04% | 308 |
|